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Pay Attention to Income Tax when Creating Estate Plans
Aug 15, 2022
Pay Attention to Income Tax When Creating Your Estate Plan
In Minnesota, we're the home of Bob Dyla...
Upstream Gifting: An Advanced Estate Planning Strategy for Your Family
Aug 02, 2022
Gifting to Kids? You May Want to Look Upstream First
Like Bill Murray waking up every morning to a...
What’s Involved with Being a Trustee?
Jul 19, 2022
What's Involved With Being a Trustee?
As an avid Twins fan, I had an eye on last weekend's MLB dra...
What Does a Blended Family Need to Know about Finances?
Jul 18, 2022
Smart Money Moves for Blended Families: Budget, Plan, and Protect
Family finances can be a big issu...
When Should I Revise My Will?
Jul 14, 2022
When Should I Revise My Will?
Just as your life changes, so should your will. You may need to repla...
Estate Planning for a Child with Special Needs: How a Supplemental Needs Trust Can Help
Jul 13, 2022
How Do Supplemental Needs Trusts Work?
Parents of children with disabilities often worry about how ...
What Is a TOD Beneficiary?
Jul 12, 2022
What Is a TOD Beneficiary?
I often refer to the Transfer on Death Designation (sometimes called a P...
What are Non-Traditional Options for Long-Term Care Insurance?
Jul 11, 2022
What If You Never Use Your Long-Term Care Insurance?
Many seniors invest in long-term care insuranc...
Understanding the Role of an Elder Law Attorney
Jul 08, 2022
What Is Elder Law? Legal Planning for Aging, Long-Term Care, and More
As we age—or help our loved...